AI training for finance professionals
Use AI to improve productivity, strengthen analysis, and make better financial decisions
Trusted by Australia's leading organisations | 28 years of capability development | 15,000 professionals trained annually
Learn how to use AI to improve financial reporting, analysis, forecasting, governance, and decision-making.
Why finance professionals are turning to AI
Finance teams are under increasing pressure to deliver faster insights, improve forecasting accuracy, strengthen governance, and support strategic decision-making.
At the same time, reporting, reconciliations, analysis, budgeting, and stakeholder communications can consume significant time and resources.
AI is helping finance professionals work more efficiently, uncover insights faster, and focus more time on value-adding activities.
Accelerate financial analysis
Analyse financial information faster and identify trends, risks and opportunities.
Strengthen decision-making
Generate insights that support better financial and commercial decisions.
Improve reporting
Create clear, consistent reports and executive summaries more efficiently.
Reduce administrative effort
Spend less time on repetitive tasks and more time delivering strategic value.
Enhance forecasting
Support budgeting, forecasting and scenario planning activities.
Build future-ready skills
Develop practical AI capability that can be applied immediately.
How finance professionals use AI
- Financial reporting
Draft reports, commentary and executive summaries. - Budgeting and forecasting
Support planning, forecasting and scenario analysis. - Financial analysis
Identify trends, risks and opportunities from financial data. - Stakeholder communications
Create clear updates for executives and business leaders.
- Policy and governance
Develop financial procedures and supporting documentation. - Meeting productivity
Summarise meetings, actions and key decisions. - Research and insights
Gather and synthesise information more efficiently. - Productivity
Reduce manual effort across routine finance activities.
Practical AI training designed for finance professionals
1. Learn the tools
Develop practical skills using Microsoft Copilot and leading AI platforms.
2. Apply to real scenarios
Work through reporting, analysis, budgeting, forecasting and finance-related use cases.
3. Implement immediately
Take away practical prompts, frameworks and techniques you can apply straight away.
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Which course is right for you?
Build the skills needed to improve financial analysis, strengthen decision-making, and apply AI confidently across finance functions.
AI-Native Foundations
AI-Native Foundations helps teams cut through the noise. In two immersive days, you’ll build the confidence, shared language, and practical skills to apply AI meaningfully—right in the flow of everyday work.
Learn more about this course
1-day course
$1,795 excl. GST $2,195
Generative AI for Accounts & Finance Professionals
This highly practical course equips Accounts and Finance professionals with the skills to use Generative AI and AI agents to automate routine tasks, improve accuracy, accelerate reporting, and enhance decision-making.
Learn more about this course 1-day course
$795 excl. GST
Copilot for Business Productivity
Build the judgment, skills and workflows to make Copilot your daily professional partner. This course is a highly practical, hands-on learning experience designed to help professionals across all roles embed Microsoft Copilot into real, high-value work.
Learn more about this course 1-day course
$795 excl. GST
What you'll achieve
- Analyse financial information faster
- Improve reporting quality and consistency
- Reduce time spent on administrative activities
- Support better budgeting and forecasting
- Strengthen financial decision-making
- Build practical AI capability
- Increase confidence using AI at work
Frequently asked questions
An AI course teaches professionals how to use artificial intelligence tools and methods effectively at work. It blends hands-on activities, real-world scenarios and responsible AI principles so participants can apply AI confidently. With AI becoming a core workplace capability in 2026, these courses help individuals and organisations build essential skills.
AI training helps you stay relevant and productive as AI becomes a standard part of how organisations operate. You learn how to use AI responsibly, avoid risks, recognise limitations and improve efficiency. In 2026, AI capability is considered a core professional skill across many roles, making formal training valuable for career development.
PM-Partners offers AI-Native Foundations, AI-Native Change Agent and a suite of Generative AI courses for project managers, business analysts, change managers and agile teams. These programs range from introductory training to leadership and role-specific application. All courses are instructor-led and designed for practical workplace use.
These courses are suitable for professionals across all industries, including project delivery, business analysis, change management, agile teams, HR, operations and senior leadership. They benefit anyone who wants to use AI responsibly or help their team adopt AI confidently in 2026.
No. PM-Partners AI courses are designed for non-technical professionals and do not require coding or programming knowledge. Training focuses on practical usage, decision-making, prompting and safe adoption rather than complex technical skills.
You will learn how to use AI tools to improve productivity, support decision-making, analyse information and redesign workflows. Courses also cover responsible AI use, ethical considerations, hallucination detection, governance, change impact and how to integrate AI into real workplace tasks. The aim is to build capability you can apply immediately.
Start using AI to improve financial performance
Have questions? Call our team on 1300 70 13 14 or fill out the form below. Our team will get back to you within the same business day.